Plan Snapshot
- Plan Sponsor: Ftd, LLC
- Sponsor EIN: 842235842
- Sponsor Address: 171 N CLARK ST SUITE 200, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $42.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 289 | $42.1M | $1.5M | $2.9M |
| 2023 | 350 | $36.4M | $666,004 | $2.9M |
| 2022 | 400 | $30.4M | $1.0M | $3.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | RETAINED BY EMPLOYER | $45,503 | — | $45,503 |
| JOHN HANCOCK | RETAINED BY EMPLOYER | $43,243 | — | $43,243 |
| BELFINT, LYONS, SHUMAN P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — RETAINED BY EMPLOYER
- JOHN HANCOCK — RETAINED BY EMPLOYER
- BELFINT, LYONS, SHUMAN P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,746
- Estimated Expense Ratio: 0.211% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $88,746 | $45,503 | $43,243 | — | — |
| 2023 | $113,033 | — | $113,033 | — | — |
| 2022 | $70,960 | $5,217 | — | — | — |